Civic Intelligence

Wagon Wheel Elementary PTA

990EZ • Fiscal year 2017 • EIN 33-0759357

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 20, 2017

30912 Bridle PathTrabuco Canyon, CA 92679-5360

(949) 589-1953

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$101,068

Up $23,316 (+30%) from 2016

Net Assets

Up

$101,068

Up $23,316 (+30%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$117,596

Up $14,143 (+14%) from 2016

Expenses

Up

$94,280

Up $3,614 (+4.0%) from 2016

Net Income

Up

$23,316

Up $10,529 (+82%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2016: $77,752Net Assets 2016: $77,7522016Assets 2017: $101,068Net Assets 2017: $101,0682017Assets 2018: $155,284Net Assets 2018: $155,2842018Assets 2019: $94,907Net Assets 2019: $94,9072019Assets 2020: $89,948Net Assets 2020: $89,9482020Assets 2021: $107,465Net Assets 2021: $107,4652021Assets 2022: $142,908Net Assets 2022: $142,9082022Assets 2023: $172,428Liabilities 2023: $0Net Assets 2023: $172,4282023Assets 2024: $163,092Liabilities 2024: $0Net Assets 2024: $163,0922024Assets 2025: $148,395Liabilities 2025: $0Net Assets 2025: $148,3952025

Highlighted filing

2017

Assets$101,068
Liabilities-
Net Assets$101,068

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2016: $103,453Expenses 2016: $90,666Net Income 2016: $12,7872016Revenue 2017: $117,596Expenses 2017: $94,280Net Income 2017: $23,3162017Revenue 2018: $121,922Expenses 2018: $67,706Net Income 2018: $54,2162018Revenue 2019: $133,107Expenses 2019: $193,484Net Income 2019: -$60,3772019Revenue 2020: $114,325Expenses 2020: $119,284Net Income 2020: -$4,9592020Revenue 2021: $56,098Expenses 2021: $38,581Net Income 2021: $17,5172021Revenue 2022: $151,289Expenses 2022: $115,846Net Income 2022: $35,4432022Revenue 2023: $155,962Expenses 2023: $126,442Net Income 2023: $29,5202023Revenue 2024: $138,352Expenses 2024: $147,688Net Income 2024: -$9,3362024Revenue 2025: $114,565Expenses 2025: $129,262Net Income 2025: -$14,6972025

Highlighted filing

2017

Revenue$117,596
Expenses$94,280
Net Income$23,316
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 20, 2017
Return Version
2016v3.0
Gross Receipts
$196,710
Mission and Program Overview

Mission

Student support/education & enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/EDUCATION & ENRICHMENT-$91,787
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE HATCHPresidentPT$0--
KAREN GOODWINV-PresidentPT$0--
PATRICIA SZCZUKATreasurerPT$0--
STEPHANIE SHARPNACKFinancial SePT$0--
COLLEEN CONNRecording SePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$84,380$84,380$5,734$78,646
Science Camp$34,652$34,652$34,652$0
Total Events$181,000$181,000$74,164$106,836
Filing and Contact Details

Filer

Filer Name
Wagon Wheel Elementary Pta
EIN
33-0759357
Phone
9495891953
Address
30912 BRIDLE PATH, TRABUCO CANYON, CA 92679-5360

Signing Officer

Name
Stephanie Hatch
Title
President
Phone
9495891953
Signed
2017-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Amy Accountancy Corporation
Address
801 N PARKCENTER DR STE 110, SANTA ANA, CA 92705-3599
Preparer
Christopher L Amy
Phone
7145476491
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

OTHER REVENUE 5 TOTAL 5

Form 990-ez, Part I, Line 16

Expenses office 648 conferences/meetings 20 insurance 221 adopt-a-book 1,915 astronomy night 221 bingo night 2,014 bottled water 811 btsn/open house 211 bulletin board 104 campus beautification 206 classroom supplies 3,306 computer expense 179 dads and donuts 493 farley the fiddler 300 fast math 525 fieldtrips 3,974 fifth grade completion 255 friday folders 612 honorary service awards 140 hospitality 300 imagination machine k-4 2,970 jacque nunez 610 jr. Olympics 128 library support 32 literacy week 86 meet the masters 6,111 music program grades k-3 23,200 new family orientation 99 officer sunshine 146 parent education 162 playground equipment 179 playworks 9,250 rachel's challenge 541 reading intervention 5,400 red ribbon week 416 reflections 209 safety & emergency 54 science & technology 15,087 science camp 702 science on the go 1,951 storytelling 1,320 student planners 1,066 taxes 60 teacher appreciation 1,150 teacher hospitality 677 walk through american rev 1,380 walk through california 1,060 website administration 329 worldly wise books 2,700 ymca donation 300 total 93,830

Raw XML Appendix174 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 5 TOTAL 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 648 CONFERENCES/MEETINGS 20 INSURANCE 221 ADOPT-A-BOOK 1,915 ASTRONOMY NIGHT 221 BINGO NIGHT 2,014 BOTTLED WATER 811 BTSN/OPEN HOUSE 211 BULLETIN BOARD 104 CAMPUS BEAUTIFICATION 206 CLASSROOM SUPPLIES 3,306 COMPUTER EXPENSE 179 DADS AND DONUTS 493 FARLEY THE FIDDLER 300 FAST MATH 525 FIELDTRIPS 3,974 FIFTH GRADE COMPLETION 255 FRIDAY FOLDERS 612 HONORARY SERVICE AWARDS 140 HOSPITALITY 300 IMAGINATION MACHINE K-4 2,970 JACQUE NUNEZ 610 JR. OLYMPICS 128 LIBRARY SUPPORT 32 LITERACY WEEK 86 MEET THE MASTERS 6,111 MUSIC PROGRAM GRADES K-3 23,200 NEW FAMILY ORIENTATION 99 OFFICER SUNSHINE 146 PARENT EDUCATION 162 PLAYGROUND EQUIPMENT 179 PLAYWORKS 9,250 RACHEL'S CHALLENGE 541 READING INTERVENTION 5,400 RED RIBBON WEEK 416 REFLECTIONS 209 SAFETY & EMERGENCY 54 SCIENCE & TECHNOLOGY 15,087 SCIENCE CAMP 702 SCIENCE ON THE GO 1,951 STORYTELLING 1,320 STUDENT PLANNERS 1,066 TAXES 60 TEACHER APPRECIATION 1,150 TEACHER HOSPITALITY 677 WALK THROUGH AMERICAN REV 1,380 WALK THROUGH CALIFORNIA 1,060 WEBSITE ADMINISTRATION 329 WORLDLY WISE BOOKS 2,700 YMCA DONATION 300 TOTAL 93,830
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
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ReturnHeader/TaxYr02016

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